+51.5%
LUNR vs WAB
+201.1%
-149.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.1% | -2.1% |
| 7D | -0.5% | -0.2% | -0.3% | -0.4% |
| 30D | -11.3% | -5.9% | -5.4% | -8.9% |
| 3M | -44.9% | +9.4% | -54.3% | -47.4% |
| 6M | -17.3% | +13.8% | -31.1% | -22.3% |
| YTD | -9.9% | +31.8% | -41.7% | -20.4% |
| 1Y | +76.1% | +48.5% | +27.6% | +50.1% |
| 3Y | +240.0% | +167.0% | +73.0% | +226.9% |
| All | +51.5% | +201.1% | -149.6% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WAB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling